|
1
|
Wipfli Financial Advisors
Milwaukee,
Wisconsin
|
$118M
|
+$2.88M
|
+43,702
|
+3%
|
|
|
2
|
American Century Companies
Kansas City,
Missouri
|
$83.8M
|
-$9.52M
|
-144,142
|
-10%
|
|
|
3
|
Pure Financial Advisors
San Diego,
California
|
$73.6M
|
+$73.9M
|
+1,119,909
|
New
|
|
|
4
|
Symmetry Partners
Glastonbury,
Connecticut
|
$32.2M
|
-$2.38M
|
-36,038
|
-7%
|
|
|
5
|
Foster & Motley
Cincinnati,
Ohio
|
$26.3M
|
+$1.38M
|
+20,954
|
+6%
|
|
|
6
|
Versant Capital Management
Phoenix,
Arizona
|
$21.9M
|
+$533K
|
+8,080
|
+2%
|
|
|
7
|
Waypoint Wealth Partners
Mill Valley,
California
|
$17.7M
|
-$307K
|
-4,658
|
-2%
|
|
|
8
|
Websterrogers Financial Advisors
Florence,
South Carolina
|
$16.4M
|
+$91.2K
|
+1,381
|
+0.6%
|
|
|
9
|
HighTower Advisors
Chicago,
Illinois
|
$9.92M
|
+$499K
|
+7,561
|
+5%
|
|
|
10
|
PrairieView Partners
St. Paul,
Minnesota
|
$9.67M
|
+$4.77M
|
+72,201
|
+96%
|
|
|
11
|
Soundmark Wealth Management
Kirkland,
Washington
|
$9.37M
|
+$1.22M
|
+18,539
|
+15%
|
|
|
12
|
Adero Partners
Pleasanton,
California
|
$6.12M
|
+$3.78M
|
+57,197
|
+159%
|
|
|
13
|
Plancorp LLC
Saint Louis,
Missouri
|
$5.33M
|
–
|
–
|
–
|
|
|
14
|
CPWM LLC
Seattle,
Washington
|
$5.2M
|
+$1.25M
|
+18,944
|
+31%
|
|
|
15
|
JNBA Financial Advisors
Bloomington,
Minnesota
|
$5.16M
|
+$5.18M
|
+78,463
|
New
|
|
|
16
|
6 Meridian
Wichita,
Kansas
|
$2.81M
|
+$2.82M
|
+42,753
|
New
|
|
|
17
|
Private Advisor Group
Morristown,
New Jersey
|
$2.71M
|
+$2.73M
|
+41,322
|
New
|
|
|
18
|
Truepoint Inc
Cincinnati,
Ohio
|
$2.64M
|
-$396
|
-6
|
-0%
|
|
|
19
|
Prosperity Planning
Kansas City,
Missouri
|
$2.19M
|
+$180K
|
+2,733
|
+9%
|
|
|
20
|
|
$2.11M
|
-$151K
|
-2,288
|
-7%
|
|
|
21
|
RVW Wealth
Los Angeles,
California
|
$2M
|
-$12.9K
|
-195
|
-0.7%
|
|
|
22
|
CGN Advisors
Manhattan,
Kansas
|
$1.99M
|
+$2M
|
+30,273
|
New
|
|
|
23
|
Eaton Vance Management
Boston,
Massachusetts
|
$1.86M
|
+$696K
|
+10,548
|
+59%
|
|
|
24
|
Advisornet Financial
Minnetonka,
Minnesota
|
$1.66M
|
+$1.12M
|
+16,962
|
+206%
|
|
|
25
|
Sage Rhino Capital
Menlo Park,
California
|
$1.63M
|
+$1.05M
|
+15,975
|
+180%
|
|
